International Foundation of Employee Benefit Plans
advisor16 known aliases resolved via the canonical alias map
Market position · 2024
Plans served13+10 YoYRank #1649 of mapped providers
Assets under administration$21.3B0.0%Market share · rank #692
Fees received$339,093Median $8,575/planSum across Schedule C direct + indirect
Net wins YoY+79 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical International Foundation of Employee Benefit Plans plan look like?
Service mix · median fees per plan
Count of plans where International Foundation of Employee Benefit Plans ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Direct payment from the planCode 49 | 7 | $8,575 | |
Other feesCode 99 | 3 | $13,165 | |
Consulting (general)Code 16 | 1 | $6,150 | |
Investment management fees paid directly by plan; Investment management; Soft dollars commissionsCode 28 | 1 | $238,611 | |
Account maintenance feesCode 65 | 1 | $5,625 |
Competitor overlap
Percent of International Foundation of Employee Benefit Plans's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under International Foundation of Employee Benefit Plans.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | Health Management Systems, Inc. | $16.9B |
RESOLUTE FP US INC. · 620721803-004 | (new plan) | $641M |
GREATER KANSAS CITY LABORERS PENSION PLANMO · 436141953-001 | American Realty Advisors | $395M |
BOARD OF TRUSTEES FOR THE IBEW 141 PROFIT SHARING PLANWV · 205981161-001 | JPMorgan Chase | $114M |
JT BOARD OF TRUSTEES TEAMSTERSIN · 510175810-002 | Alatek LLC | $101M |
JOINT BOARD OF TRUSTEES OF IBEW LOCAL 596 PENSION FUNDWV · 550675342-001 | Standard Valuations Inc. | $86M |
TRUSTEES OF IBEW LOCAL NO. 573 PENSION PLANOH · 346570323-001 | Cowden Associates Inc. | $61M |
BOARD OF TRUSTEES TOLEDO ROOFERS LOCAL NO 134 PENSIONOH · 346682179-001 | Bridgeway Benefit Technologies | $34M |
Plans lost in 2024
Appeared last year under International Foundation of Employee Benefit Plans; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES BRICKLAYERS ALLIED CRAFTSMEN PENSION PLANOH · 346682532-001 | Segall Bryant & Hamill | $47M |
ASBESTOS WORKERS LOCAL 84 PENSIONIN · 346009649-001 | Ancora Advisors LLC | $26M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | $16.9B | 296,800 | $6,150 | 2y | - |
CARPENTERS PENSION TRUST FUND OF KANSAS CITYMO · 436108379-001 | $1.5B | 13,466 | $8,575 | 1y | - |
CONSTRUCTION INDUSTRY LABORERS PENSION FUNDMO · 436060737-001 | $1.1B | 14,224 | $6,104 | 1y | - |
RESOLUTE FP US INC. · 620721803-004 | $641M | 5,106 | $238,611 | 1y | - |
GREATER KANSAS CITY LABORERS PENSION PLANMO · 436141953-001 | $395M | 3,755 | $11,497 | 1y | - |
IRONWORKERS LOCAL 549-550 PENSION PLANWV · 556027928-001 | $215M | 1,675 | $9,996 | 2y | - |
BOARD OF TRUSTEES BAC LOCAL 15 PENSION FUNDMO · 436102453-001 | $147M | 1,672 | $9,400 | 4y | - |
BOARD OF TRUSTEES FOR THE IBEW 141 PROFIT SHARING PLANWV · 205981161-001 | $114M | 542 | $13,765 | 3y | - |
JT BOARD OF TRUSTEES TEAMSTERSIN · 510175810-002 | $103M | 1,766 | $5,375 | 2y | - |
JOINT BOARD OF TRUSTEES OF IBEW LOCAL 596 PENSION FUNDWV · 550675342-001 | $86M | 608 | $5,365 | 1y | - |
Flag exposure
92.3%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (16)
Raw Schedule C names collapsed into International Foundation of Employee Benefit Plans.
- DALTON INVESTMENT LLC
- DALTON INVESTMENTS
- DALTON INVESTMENTS LLC
- DALTON INVESTMENTS, INC.
- DAMARIS E FERNANDEZ
- DAMATO & MALONEY, LLP
- DAMATO AND MALONEY LLP
- INTERNALTIONAL FOUNDATION OF EMPLOY
- INTERNATIONAL FDN OF EMPL BEN PLANS
- INTERNATIONAL FOUNDATION
- INTERNATIONAL FOUNDATION OF EBP
- INTERNATIONAL FOUNDATION OF EBP'S
- INTERNATIONAL FOUNDATION OF EBPS
- INTERNATIONAL FOUNDATION OF EE BEN
- INTERNATIONAL FOUNDATION OF EE BENE
- INTERNATIONAL FOUNDATION OF EMPLOYE
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for International Foundation of Employee Benefit Plans's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with International Foundation of Employee Benefit Plans. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on International Foundation of Employee Benefit Plans's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Arnold Newbold Sollars & Hollins PC | 4 | 30.8% |
| Allota Farley Co., LPA | 1 | 7.7% |
| Kozicki Hughes Tickerhoof PLLC | 1 | 7.7% |
| Proskauer Rose LLP | 1 | 7.7% |
| Seyfarth Shaw LLP | 1 | 7.7% |
| Shumaker Loop & Kendrick LLP | 1 | 7.7% |